{"id":13071,"date":"2026-05-06T08:49:57","date_gmt":"2026-05-06T08:49:57","guid":{"rendered":"https:\/\/www.wealthtime.com\/advisers\/?post_type=blog&#038;p=13071"},"modified":"2026-05-11T14:05:08","modified_gmt":"2026-05-11T14:05:08","slug":"platform-charge-information-available-online-wealthtime-platform-enhancement","status":"publish","type":"blog","link":"https:\/\/www.wealthtime.com\/advisers\/blog\/platform-charge-information-available-online-wealthtime-platform-enhancement\/","title":{"rendered":"Platform charge information available online &#8211; Wealthtime platform enhancement"},"content":{"rendered":"\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>We\u2019ve introduced new functionality that allows you to view Wealthtime platform charge information online, meaning that you no longer need to call up to get this information.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>What\u2019s changed?<\/strong><\/h3>\n\n\n\n<p>Previously, you needed to call us to confirm annual charge details for a client.<\/p>\n\n\n\n<p>Now, <strong>Wealthtime platform<\/strong> <strong>annual charge information is displayed directly on the platform, making it quicker and easier to access.<\/strong><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>What information is displayed?<\/strong><\/h3>\n\n\n\n<p>When viewing an individual client, you can now see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The <strong>tier rates<\/strong> that apply<\/li>\n\n\n\n<li>A clear <strong>family linking flag<\/strong>, where relevant<\/li>\n\n\n\n<li><strong>Transaction history<\/strong> relating to charges taken in the last 12 months<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1308\" height=\"805\" src=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/05\/Annual-Charge-Screenshot.png\" alt=\"Screenshot of new annual charge screen\" class=\"wp-image-13075\" srcset=\"https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/05\/Annual-Charge-Screenshot.png 1308w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/05\/Annual-Charge-Screenshot-300x185.png 300w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/05\/Annual-Charge-Screenshot-1024x630.png 1024w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/05\/Annual-Charge-Screenshot-768x473.png 768w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/05\/Annual-Charge-Screenshot-640x394.png 640w, https:\/\/www.wealthtime.com\/wp-content\/uploads\/sites\/7\/2026\/05\/Annual-Charge-Screenshot-1200x739.png 1200w\" sizes=\"auto, (max-width: 1308px) 100vw, 1308px\" \/><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>How do you access this?<\/strong><\/h3>\n\n\n\n<p>The annual platform charge information is available at an individual client level:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In Adviser Zone, navigate to the relevant client<\/li>\n\n\n\n<li>Once on their investor summary page, select the &#8216;Maintenance&#8217; drop down<\/li>\n\n\n\n<li>Choose the Wealthtime annual charge option<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>What does this mean for you?<\/strong><\/h3>\n\n\n\n<p>This enhancement saves you time and gives you greater visibility of charging information.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>No need to call for annual charge details<\/li>\n\n\n\n<li>Easy to view at an individual client level<\/li>\n\n\n\n<li>Faster access to information when reviewing accounts or answering client queries<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Any questions?<\/strong><\/h3>\n\n\n\n<p>If you\u2019d like more information or have any questions about this enhancement, please <strong><a href=\"https:\/\/www.wealthtime.com\/advisers\/contact\/\" type=\"link\" id=\"https:\/\/www.wealthtime.com\/advisers\/contact\/\">speak to our team today<\/a><\/strong>.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Related content<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Managing regular SIPP income is now an online journey<\/h3>\n\n\n\n<p>Managing <strong>regular SIPP income<\/strong> is now quicker and easier &#8211; with no paper forms required. <\/p>\n\n\n\n\n    <a href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/requesting-regular-sipp-income-is-now-an-online-journey-wealthtime-platform-enhancement\/\" target=\"_blank\" class=\"button black\" style=\"margin-bottom: 1rem;\">\n        Find out more    <\/a>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><em>This article is intended for regulated financial advisers and investment professionals only.<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><\/p>\n","protected":false},"author":17,"featured_media":13086,"template":"","class_list":["post-13071","blog","type-blog","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Platform charge information available online - Wealthtime platform enhancement - Advisers<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.wealthtime.com\/advisers\/blog\/platform-charge-information-available-online-wealthtime-platform-enhancement\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Platform charge information available online - Wealthtime platform enhancement - Advisers\" \/>\n<meta property=\"og:description\" content=\"We\u2019ve introduced new functionality that allows you to view Wealthtime platform charge information online, meaning that you no longer need to call up to get this information. 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